Powell Investment Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Powell Investment Advisors’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$926K	Hold	20,430	–	–	0.29%	49
2026 Q1	$938K	Hold	20,430	–	–	0.32%	46
2025 Q4	$872K	Hold	20,430	–	–	0.3%	48
2025 Q3	$891K	Hold	20,430	–	–	0.31%	46
2025 Q2	$834K	Hold	20,430	–	–	0.31%	46
2025 Q1	$805K	Hold	20,430	–	–	0.4%	38
2024 Q4	$773K	Hold	20,430	–	–	0.36%	43
2024 Q3	$825K	Hold	20,430	–	–	0.39%	43
2024 Q2	$696K	Hold	20,430	–	–	0.36%	45
2024 Q1	$671K	Hold	20,430	–	–	0.35%	47
2023 Q4	$647K	Hold	20,430	–	–	0.36%	46
2023 Q3	$602K	Hold	20,430	–	–	0.36%	47
2023 Q2	$668K	Hold	20,430	–	–	0.39%	44
2023 Q1	$691K	Sell	20,430 -48	-0.2%	-$1.63K	0.38%	44
2022 Q4	$722K	Buy	20,478 +48	+0.2%	+$1.63K	0.42%	40
2022 Q3	$669K	Hold	20,430	–	–	0.44%	32
2022 Q2	$716K	Hold	20,430	–	–	0.43%	30
2022 Q1	$761K	Hold	20,430	–	–	0.44%	35
2021 Q4	$731K	Hold	20,430	–	–	0.42%	34
2021 Q3	$653K	Hold	20,430	–	–	0.4%	35
2021 Q2	$646K	Hold	20,430	–	–	0.4%	35
2021 Q1	$654K	Hold	20,430	–	–	0.43%	31
2020 Q4	$640K	Sell	20,430 -460	-2%	-$14.6K	0.49%	30
2020 Q3	$620K	Hold	20,890	–	–	0.53%	30
2020 Q2	$589K	Hold	20,890	–	–	0.57%	33
2020 Q1	$579K	Sell	20,890 -1,570	-7%	-$50.2K	0.7%	29
2019 Q4	$726K	Buy	+22,460	New	+$713K	0.76%	25

Other funds holding XLU

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Powell Investment Advisors's XLU Position: Q2 2026 in Review

Powell Investment Advisors held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 20,430 shares worth $926K. The position accounts for 0.29% of the portfolio, ranked #49.

Powell Investment Advisors first reported a position in XLU in Q4 2019 and has held it in 27 quarters since. The position peaked at $938K in Q1 2026. 968 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Powell Investment Advisors held 20,430 shares of State Street Utilities Select Sector SPDR ETF worth $926K as of Q2 2026.
Powell Investment Advisors left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.29% of Powell Investment Advisors's portfolio in Q2 2026, its #49 holding.
Powell Investment Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Powell Investment Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $938K in Q1 2026.
968 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.